Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    M&A Advisory
  • Division:
    IBP Private Equity Group
  • Employment Type:
    Full time
  • Salary:

Associate Director/Director - TMT (9090)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Job Description
Description of Role
  • Collaboratively work with colleagues to provide advice and build relationships with existing and potential clients concerning general corporate finance matters and a range of activities including the disposals, acquisitions, fundraisings and mergers.

Key Responsibilities

  • Assist in maintaining and further developing relationships with existing clients
  • Prepare client proposals / pitches for new business
  • Assist the client team in the successful execution of transactions for clients and potential clients (including the preparation and review of transaction documentation)
  • Communicate effectively with clients and colleagues as required
  • Learn how to develop, market and sell new business ideas to clients or potential clients
  • Learn how to identify, target and win new clients
  • Maintain up to date sector knowledge and commercial awareness
  • Understand Investec's broader capabilities
  • Ensure communications with clients / intermediaries / business contacts are appropriately captured in the CRM

Core Skills and Knowledge

  • Detailed, up to date and practical working knowledge of all applicable rules and regulations in relation primarily to the FCA
  • Acting with integrity at all times and embrace the philosophy of treating our clients and potential clients fairly
  • Develop and build relevant market, sector and technical knowledge
  • Strong understanding and preparation of financial analysis, valuation and modelling techniques
  • Competent knowledge of powerpoint, excel and presentation solutions
  • Effective internal / external client interaction (including with other advisors) for business generation and execution
  • Ability to use the relevant IT applications

Key Stakeholders

  • Private Equity Client Group, Private Company Client Group and Listed Client Group
  • Business Enablers (operations, technology, finance, compliance, risk etc)
  • International businesses of Investec including Capitalmind
  • Third-party partnerships (e.g. Blackarch / Regions Bank)

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work.

Here is a selection of what we offer;


Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance


Non-contributory Pension & Discretionary Bonus

Life & Income Protection

Life Assurance, Critical Illness & Income Protection


Season Ticket Loan & Electric Vehicle Scheme 

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page.

The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [email protected] who will be happy to assist.  

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Louise Radcliffe


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance